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    Clearview Group

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    Description

    • Clearview Advisory concentrates on all areas of the retirement landscape, allowing clients to focus on their core business. Our attention to detail and documented process improves the effectiveness and efficiency of the plan, saving our clients time and money. Our goal is to help protect the plan sponsor while improving the experience at both the plan and participant levels. We offer full transparency with no surprises. ...................................... Areas of Expertise ........................................... Document Fiduciary Process:- Document Retirement Plan Committee - Take meeting minutes - Draft/manage Investment Policy Statement Investments: - Investment analysis and benchmarking, including cost - Custom QDIA (qualified default investment alternative) analysis - Watch list history Administration and Compliance: - Documented monthly call with HR/Payroll and Recordkeeper- Reports generated through a project management software Plan Design Review to Maximize Effectiveness: - Plan document provisions - Employer contribution strategyCommunication: - Targeted employee engagement - Custom financial wellness education Follow us on Instagram! To get a glimpse of Clearview https://www.instagram.com/clearviewadvisory/
    • location

      Headquarters:1438 West Peachtree Street Suite 215, Atlanta, Georgia, United States

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    • Clearview Group phone

      Phone Number: +1 404-781-1700

    • Clearview Group website

      Website: clrviewgroup.com

    • Clearview Group employees

      Employees:15

    • Clearview Group revenue

      Revenue:$1 - 10M

    • Clearview Group legal name

      Legal Name:Clearview Group

    • Clearview Group's Social Media

      Clearview Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 541320  |

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    Person level website identification

    Supervisor for Clearview Group

    Kim Jomes

    Supervisor

    Person level website visitor identification

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    View Employees

    Kim Jomes

    Supervisor

    Edward Wojton

    Lead Consultant

    Toby Regal

    Lead Consultant

    Frequently Asked Questions regarding Clearview Group

    • Where are Clearview Group's Headquarters?

      Clearview Group's Headquarters are in 1438 West Peachtree Street Suite 215,Atlanta,Georgia,United States

    • What is Clearview Group's phone number?

      Clearview Group's phone number is +1 404-781-1700

    • What is Clearview Group's official website?

      Clearview Group's official website is clrviewgroup.com

    • What is Clearview Group's Revenue?

      Clearview Group's revenue is $1 - 10M

    • What is Clearview Group's NAICS code?

      Clearview Group's NAICS code is 541320

    • How many employees are working in Clearview Group

      Clearview Group has 15 employees

    • What is Clearview Group's Industry?

      Clearview Group is in the industry of Financial Services

    • Who is Clearview Group's Supervisor?

      Clearview Group's Supervisor is Kim Jomes

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